Filed November 17, 2022 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $80,420 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $58,399 |
ABD RETIREMENT SERVICES INC7+ years Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 · EIN 80-0833114 | Consulting | $50,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,503 | $76,774+103.8% | $112,270+39.4% | $77,906+100.9% |
| Participation rate | 48.9% | 80.2%-31.3pp | 75.1%-26.1pp | 73.7%-24.8pp |
| Annual return | 3.84% | -10.25%+14.1pp | 27.49%-23.7pp | 12.16%-8.3pp |
| Employer contribution / active EE | $1,403 | $3,977-64.7% | $3,635-61.4% | $2,846-50.7% |
| Participant deferral / active EE | $4,261 | $3,778+12.8% | $4,729-9.9% | $4,805-11.3% |
| Admin fee / account holder | $99 | $239-58.7% | $6,411-98.5% | $133-25.6% |